Graduate Certificate - Financial Planning

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2021 Fall Course Info
Estate Planning for FamiliesInsurance Planning for FamiliesInvesting for the Family's FuturePersonal Income TaxationRetirement Planning, Employee Benefits, and the FamilyFundamentals for Family Financial PlanningFinancial Planning - Case Studies
2021 Summer Course Info
Investing for the Family's FuturePersonal Income TaxationFundamentals for Family Financial PlanningFinancial Planning - Case Studies
Course Planner
Information is subject to change.
Please revisit this page again before the semester starts to make sure you have all the current information.
Drops and Refunds:
Students adhere to the drop and refund policies and deadlines of their home university.
Fall 2021 Course Information
Retirement Planning, Employee Benefits, and the Family
Course Description
This course covers micro and macro considerations in retirement planning for individuals and families. Content includes a survey of various types of retirement plans, ethical consideration in providing retirement planning services, assessing and forecasting financial needs in retirement, integration of retirement plans with government benefits, and current research and theory in the field. Case studies provide students experience in retirement planning needs analysis.
Contacts
Instructor

Doug Nelson
Office: 913-461-7283
Fax: 888-648-0771
dnelson16@unl.edu

Campus Coordinator

For course access questions, contact the teaching university’s campus coordinator. For enrollment questions, contact your home university campus coordinator.
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Disability Support Services

To request accommodations for this course, contact the disability support office at your home university. You must register each semester and for each course. Read more about the Great Plains IDEA process for requesting accommodations.

Textbooks

THE TEXTBOOK RETIREMENT PLANS AND EMPLOYEE BENEFITS IS REVISED EVERY SPRING. A NEW ISBN # FOR THE 17TH EDITION HAS NOT BEEN ISSUED YET
Dalton text, coming out in May
Edition: 2021

Behavioral Investment Counseling
Murray, Nick
Edition: 2008
ISBN: 978-0-615-25209
Publisher: out of print--available in digital format on the author's website

Retirement Heist, How CVompanies Plundr and Profit from the Nest Eggs of American Workers
Schultz, Ellen E.
Edition: 2011
ISBN: 1591843332
Publisher: Portfolio/Penguin

Course Access

Canvas at UNL

Approximately two to three weeks before the first day of class, a UNL campus coordinator (Lisa King, Diane Brown, Kaelie Kellner, Melisia Bieber, or Dan Cotton) will email students with information (student name, email, and NU ID) and instructions for accessing UNL classes.  Students will claim their UNL account by setting a password and security questions. Once students claim their ID, they will be able to access their courses at its.unl.edu/myunl/.  Courses may not be visible to students until the first day of class.

Exam Proctor

This course does not require an exam proctor.

Synchronous Components

This course does not include synchronous components.

Faculty
University Members
Members of the Great Plains IDEA are universities accredited by a regional accrediting agency recognized by the U.S. Department of Education. Member universities recruit, admit and graduate students, teach in an academic program and contribute to the leadership and maintenance of the alliance. Membership in the alliance is a selective process that engages institutional leadership at all levels.
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